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Financial Analysis - Portfolio Projection Age 40 Current Salary $85,000 Current Portfolio $50,000 Annual Investment Rate 6% Salary Growth Rate 5% Portfolio Growth Rate 10%
Financial Analysis - Portfolio Projection Age 40 Current Salary $85,000 Current Portfolio $50,000 Annual Investment Rate 6% Salary Growth Rate 5% Portfolio Growth Rate 10% Beginning New Portfolio Ending Year Age Portfolio Salary Investment Earnings Portfolio 41 50,000 85,000 5,100 5,255 60,355 2 42 60,355 89,250 5,355 6,303 72,013 3 43 72,013 93,713 5,623 7,482 85,118 44 85,118 98,398 5,904 8,807 99,829 45 99,829 103,318 6,199 10,293 116,321
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